Opportunity Lies within Opportunity Zones

Opportunity Lies within Opportunity Zones

An Opportunity Zone is an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. They are an economic development tool designed to spur economic development and job creation. Opportunity Zones...
Opportunity Lies within Opportunity Zones

It’s Not a Trick… It’s a Treat!

The 529 plan, as we know it, has been improved!  Distributions (including earnings) from these tax-advantaged accounts are not included in gross income provided such distributions do not exceed the beneficiary’s qualified higher education expenses (QHEEs).  So just...
Opportunity Lies within Opportunity Zones

Prepare for Year-End – Bookkeeping Checklist

As we get closer and closer to year-end, most businesses will begin to think about taxes. Now is the time to get everything in order and prepare for tax planning. By being proactive, you can get a handle of your tax situation before the turn of the calendar. Here is a...
Opportunity Lies within Opportunity Zones

QCD With Your RMD

Ok, enough with the barrage of acronyms! If you are single or married and are receiving Required Minimum Distributions (RMDs), you may want to consider the Qualified Charitable Distribution (QCD) strategy to lower your Federal Income Tax liability, and possibly your...
Opportunity Lies within Opportunity Zones

Changes to Non-Profit Audit Landscape in Pennsylvania

Governor Wolf signed Act 71 into law last December and it became effective in early 2018. Act 71 increased the annual contribution levels at which a nonprofit must undergo an audit, review, or compilation engagement. The new contribution thresholds are as below:...
Opportunity Lies within Opportunity Zones

Is Your Worker an Employee or Independent Contractor?

This age old question is one to reevaluate on a regular basis within your company if you are paying workers under a 1099 contract. Why is this so important? If you, the business, are paying a worker as an independent contractor, you are not responsible for any...
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